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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1401
Mayflower Financial Advisors
Massachusetts
$911K +$107K +497 +13%
SP
1402
Symmetry Partners
Connecticut
$910K – – –
WAS
1403
WESPAC Advisors SoCal
California
$907K -$17.6K -82 -2%
BBP
1404
Banco BTG Pactual
Brazil
$903K +$233K +1,081 +34%
DTL
1405
Dynamic Technology Lab
Singapore
$902K -$13.1K -61 -1%
BCPWM
1406
Bradley & Co Private Wealth Management
Florida
$898K -$2.53M -11,749 -74%
HTC
1407
Haverford Trust Company
Pennsylvania
$897K +$34.9K +162 +4%
EB
1408
Eastern Bank
Massachusetts
$895K -$351K -1,629 -28%
CL
1409
CPWM LLC
Washington
$894K +$208K +965 +30%
OAM
1410
Occidental Asset Management
California
$886K +$29.7K +138 +3%
SSWM
1411
Smith Salley Wealth Management
North Carolina
$885K +$1.72K +8 +0.2%
JE
1412
JMAC Enterprises
Pennsylvania
$882K +$5.38K +25 +0.6%
IA
1413
Insight Advisors
Pennsylvania
$880K +$167K +778 +23%
SRC
1414
Sage Rhino Capital
California
$878K -$215 -1 -0%
JWM
1415
Jupiter Wealth Management
Colorado
$875K -$1.96M -9,087 -69%
GEA
1416
Glen Eagle Advisors
New Jersey
$875K +$46.9K +218 +6%
RWB
1417
RMR Wealth Builders
New Jersey
$873K +$885K +4,113 New
SAM
1418
Synergy Asset Management
Washington
$865K +$578K +2,688 +194%
ANTB
1419
AMG National Trust Bank
Colorado
$863K -$22.8K -106 -3%
VBCG
1420
Valley Brook Capital Group
Pennsylvania
$862K +$90.4K +420 +12%
SCA
1421
Stonebridge Capital Advisors
Minnesota
$862K +$264K +1,229 +43%
1W
1422
1776 Wealth
Georgia
$862K +$452K +2,099 +107%
FPAS
1423
Focus Partners Advisor Solutions
Missouri
$860K +$130K +604 +18%
BWA
1424
Bordeaux Wealth Advisors
California
$853K +$61.3K +285 +8%
MA
1425
MUFG Americas
New York
$852K +$1.51K +7 +0.2%
55 56
57
58 59